Yesterday
246: A Macro and Geopolitical Outlook - Live From Davos
Global markets are entering 2026 amid heightened geopolitical uncertainty, structural shifts in the global order, and rapid technological change. Recorded live from the World Economic Forum in Davos, this episode of The Bid examines the macroeconomic and geopolitical forces shapi ... Show More
35m 48s
Jan 16
245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends
AI investment, evolving earnings leadership, and shifting global dynamics are redefining stock market trends as investors enter 2026. Companies are deploying unprecedented capital toward data centers, compute, and productivity-enhancing technologies, while rate cuts and supply-ch ... Show More
19m 50s
Dec 19
244: Market take: The Diversification Mirage in Plain Sight
This week, the focus is on diversification—and why it’s getting harder to achieve. Portfolio Strategist Natalie Gill explains how the “diversification mirage,” a key theme in BII’s 2026 outlook, is now showing up in real time. A small set of megaforces is increasingly dictating e ... Show More
5m 52s
Jan 2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ... Show More
53m 30s
Mar 2025
Alphabet President and CIO: Advancing AI, Quantum Computing, and Self-Driving Cars
<p>How is Google shaping our technological future? Join Nicolai Tangen in conversation with Ruth Porat, President and CIO of Alphabet and Google, as they explore AI, innovation, and the future of technology. They discuss Google's position in the AI race, breakthroughs in quantum ... Show More
51m 19s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
Dec 2024
Chetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling - [Invest Like the Best, EP.400]
My guests today are Chetan Puttagunta and Modest Proposal. Chetan is a General Partner at venture firm Benchmark, while Modest Proposal is an anonymous guest who manages a large pool of capital in the public markets. Both are good friends and frequent guests on the show, but this ... Show More
1h 36m
May 2025
Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World
What if the world’s most connected tech investor handed you his mental playbook? Elad Gil, an investor behind Airbnb, Stripe, Coinbase and Anduril, flips conventional wisdom on its head and prioritizes market opportunities over founders. Elad decodes why innovation has clustered ... Show More
1h 36m
Sep 2024
A Lessin In Gen AI with Sam Lessin of Slow Ventures | Okay, Computer.
Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized.
Afte ... Show More
1h 3m
As The Bid takes a short break for the holidays, we’re introducing listeners to Market Take, the weekly macro podcast from the BlackRock Investment Institute. Market Take offers fast, digestible insights on what’s moving markets - and this week, the focus is squarely on the labor market.
Senior Economist Nicholas Fawcett breaks down why softer U.S. labor da ... Show More
<p>Welcome back to <em>Founder's Story</em>! In this episode, Daniel Robbins sits down with Larry McDonald, founder of <a href="https://www.thebeartrapsreport.com/"><em>The Bear Traps Report</em> </a>and author of the newly released book, <em>How to Listen When Markets Speak</em> ... Show More
